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Castleview Partners’s Dow Inc DOW Stock Holding History

Castleview Partners’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-678
Closed -$26.8K – 274
2024
Q4 		$26.8K Hold
678
– – 0.01% 428
2024
Q3 		$37K Sell
678
-408
-38% -$21.5K 0.02% 366
2024
Q2 		$57.6K Sell
1,086
-548
-34% -$31.3K 0.03% 323
2024
Q1 		$94.6K Sell
1,634
-3
-0.2% -$166 0.05% 260
2023
Q4 		$89.8K Buy
1,637
+311
+23% +$15.9K 0.06% 222
2023
Q3 		$68.4K Sell
1,326
-56
-4% -$3.01K 0.06% 217
2023
Q2 		$73.6K Sell
1,382
-10
-0.7% -$532 0.07% 214
2023
Q1 		$76.3K Sell
1,392
-18
-1% -$1.01K 0.07% 206
2022
Q4 		$71K Sell
1,410
-3,076
-69% -$150K 0.07% 191
2022
Q3 		$197K Buy
4,486
+2,986
+199% +$151K 0.19% 118
2022
Q2 		$17.5K Sell
1,500
-4,516
-75% -$289K 0.01% 399
2022
Q1 		$383K Buy
+6,016
New +$363K 0.24% 91
2021
Q2 		$270K Buy
+4,260
New +$281K 0.12% 181

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Castleview Partners's DOW Position: Q1 2025 in Review

Castleview Partners sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 678 shares — an estimated $26.8K sold.

Castleview Partners first reported a position in DOW in Q2 2021 and held it in 13 quarters. The position peaked at $383K in Q1 2022. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Castleview Partners reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 678 Dow Inc shares in Q1 2025, an estimated $26.8K.
  • Castleview Partners first reported a position in Dow Inc in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's Dow Inc position peaked at $383K in Q1 2022.
  • 1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.